07.23.15 Be a Fearless Investor & Build a Killer Portfolio

transcript

From Novice to Knowledgeable: Investing 101How To Be a Fearless Investor

Boost Your Confidence and Build a Killer Portfolio

Sandy ChaikinCo-Founder, Chaikin Analytics

July 23, 2015

SANDY CHAIKIN | Co-Founder, Chaikin Analytics

Chaikin Analytics Disclaimer

Chaikin Analytics LLC is not registered as a broker-dealer or

investment advisor either with the U.S. Securities and Exchange

Commission or with any state securities regulatory authority. Chaikin

Analytics does not recommend the purchase of any stock or advise on

the suitability of any trade or investment. The information presented in

this webinar is generic in nature and is not to be construed as an

endorsement, recommendation, investment advice or any offer or

solicitation to buy or sell securities of any kind, but solely as

information requiring further research as to suitability, accuracy and

appropriateness. Users bear sole responsibility for their own

investment research and decisions.

They’ve saved enough to fund < 3 years of retirement

73% OF AMERICANS

worry they won’t have enough money to last their retirement (Bank of Montreal Wealth Institute)

ALMOST TWO-THIRDS (63%)

of all American savings and investments are held in cash (Blackrock)

ONLY 18% IS HELD IN STOCKS (BLACKROCK)

WOMEN CONTROL THE $

Women control 51% or $14 Trillion of national wealth(Bank of Montreal Wealth Institute)

SOLE FINANCIAL DECISION MAKER

9 out of 10 women are expected to be the sole financial decision-maker at some point in their lives (Pew Research)

LACK CONFIDENCE

S&P 500 EARNS MORE THAN CASH: +7% VERSUS 0

STOCKS

are the ONLY solution to secure your retirement

MY STOCKS DOING EVEN BETTER IN 2015

+28% YTD vs. S&P 500 +3% YTD

WHY LISTEN TO SANDY?

Beat most pros and S&P

Portfolio +18% YTD

Found 2 best growth stocks in 2014:

SWKS + 156%, LUV +126%

15 minutes/day

Novice in 2012

YOU’RE ABOUT TO DISCOVER…

How To Take Control of Your Financial Future and Find Winning Stocks

SO YOU CAN…

AND…

Secure Your Retirement

AND HAVE MORE FUN ALONG THE WAY…

TURKEY – AUGUST VACATION 2014

CONFIDENCE BOOSTER – I CAN DO IT!

“Sandy affirmed that I know more than I think I do about

how to use the tools and because she’s using them

successfully with a similar novice background to mine, then

I can too. It was a real confidence booster.” WS

AT THE BEGINNING…

401K plans

Mutual Funds

THEN, A PROFESSIONAL MANAGER

THEN CAME 2008

Advised to hold, not sell

Portfolio down 40%

I paid a fee for this?

MY PROBLEM…

Who to trust?

THE CHALLENGE: TOO MUCH INFORMATION

SOLUTION: CHAIKIN ANALYTICS

FIVE STEPS TO BUILD A KILLER PORTFOLIO

Use a proven methodology you trust

How to find the best stocks

Play good offense to find winners

Use industry groups to find more winners

Know when to buy and sell - signals

Play good defense to avoid landmines

A DISCIPLINED APPROACH

An Expert’s Endorsement

“… self-directed investors need a very structured and easy-

to-use system that will keep them out of trouble. That’s the

way Chaikin Analytics was designed.”

‒ Tom Lloyd, author and lecturer

TESTIMONIAL

STEP 1: USE A PROVEN METHODOLOGY

The Chaikin Power Gauge Simple but not Simplistic

MORE GOING

THAN THE EYE

CAN SEE

CHECK IT OUT!

Go to chaikinanalytics.com

Click on the Power Gauge at the bottom of the page home page

ENTER A STOCK

GET A FREE POWER GAUGE REPORT

4 COMPONENTS

Financial Metrics

Earnings Performance

Price/Volume Activity

Expert Opinions

THE CHAIKIN POWER GAUGE

Clear, tested summary of astock’s potential

Price/Volume Activity • Price Trend • Price Trend Rate of Change• Chaikin Money Flow • Relative Strength vs. Market• Volume Trend

Expert Opinions • Earnings Estimate Revisions • Short Interest • Insider Activity • Analyst Opinions • Relative Strength vs. Industry

Financial Metrics•LT Debt to Equity Ratio•Price to Book Value•Return on Equity•Price to Sales Ratio•Business Value

Earnings Performance•Earnings Surprise•Earnings Growth•Earnings Trend•Earnings Consistency•Projected P/E Ratio

FINANCIALS: PRICE TO SALES

EXPERT OPINIONS: THE SECRET SAUCE

Not Enough Time

“I am an individual investor and trader. There is not enough

time in my day to do the work Chaikin Analytics puts before

me in minutes. I am 'wowed'.

And yes, you can quote me.”

‒ Cheryl (California) Chaikin Analytics Subscriber

TESTIMONIAL

STEP 2: PLAY GOOD OFFENSE

CLASSIC BULLS

WHAT TO BUY

Power Gauge Rating Bullish

Price Trend Up

Chaikin Money Flow Strong

Relative Performance Strong

AMERICAN WOODMARK… +44% YTD!

LUV +126% IN 2014 -18% YTD 2015 – LOVED IT AND LEFT IT!

CENTENE (CNC) +45% YTD

Made $4k My First Week:

“In my first week using your system I made 4K on a simple

call trade on CNC. thank you... your system is so easy to

understand.”

- Martha 6/17/15

TESTIMONIAL

STEP 3: USE INDUSTRY GROUPS

HOME FURNISHINGS/APPLIANCES INDUSTRY GROUP

HOME FURNISHINGS: 7/14/15

BUY SIGNAL 7/14: AMWD 5% one week

“Chaikin is in good company: one way to locate a good stock

is to locate the right industry. Chaikin’s approach

recommends both specific stocks and industries to swap for

weaker performers.”

– Mike Hogan

TESTIMONIAL

STEP 4: KNOW WHEN TO BUY & SELL

With Chaikin Buy/Sell Signals

Buy Signals Sell Signals

• Oversold Buy• Breakout Buy• Reversal Buy• Money Flow Buy• Relative Strength Buy• Rel. Strength Breakout

• Overbought Sell• Breakdown Sell• Reversal Sell• Money Flow Sell• Relative Strength Sell• Rel. Strength

Breakdown

ALERTS: MY WATCH LIST 06/01/15

AMC NETWORKS 07/20/15: +15% from 6/1 Buy Signal

ELBIT SYSTEMS 7/20/15: +5% from 6/1 Buy Signal

ALERTS: MY STOCK LIST 07.20.15

BUY SIGNAL: Teleflex, +19% YTD

BUY SIGNAL 7/20: CNC, +45% YTD

PORTFOLIO HEALTH

CHECK: S&P500

Earnings This Week

STEP 5: PLAY GOOD DEFENSE

CLASSIC BEARS

WHAT TO AVOID

Power Gauge Rating Bearish

Price Trend Down

Relative Performance Weak

Chaikin Money Flow Weak

ATHENAHEALTH – 21% YTD

DDD – TRIPLE DISASTER, -52% YTD

YELP -50% YTD

$8k In 2 Days!:Just wanted to thank you for the word

on ESL. Bought puts on Wednesday

(6/3) for $1,700 and sold them this

morning (6/5) for $10,200! That's

awesome!

- B.W., Chaikin Analytics Subscriber

6/5/15

ESL TODAY: -15% FROM 5/31/15

FIVE STEPS: RECAP

Use a proven methodology you trust

How to find the best stocks

Play good offense to find winners

Use industry groups to find more winners

Know when to buy and sell - signals

Play good defense to avoid landmines

“I just watched Sandy’s webinar …. Fabulous!!! I’ve sat

through several other Chaikin webinars. Hers convinced me

that I am ready to start investing using Chaikin.”

‒ Chaikin Analytics Subscriber

TESTIMONIAL

YOU’VE DISCOVERED…

How To Take Control of Your Financial Future and Find Winning Stocks

NOW YOU CAN HAVE…

Have Confidence and Peace of Mind!

YOUR NEXT STEP: CHAIKIN ANALYTICS

Or contact

WEBINAR SPECIAL $550

ONLY $399

3 month price

Expires Midnight (EDT) Sunday 7/26/15

For Your First 3 Monthsof Chaikin Analytics

www.chaikinanalytics.com/nasdaq

877-MYPORTFOLIO (877-697-6783) sales@chaikinanalytics.com

Offer Code: NASDAQQTR(Case Sensitive)

START INVESTING NOW

$399 for a quarterly subscription to Chaikin Analytics – save $150!

3 month subscription to Chaikin PowerSuite Premium – save $150!

FREE hands-on tutorials – help you set up and use all the features and apply to your trading and investing style

FREE Subscriber-Only Open Forums – live bi-monthly sessions show you how to make money now

Daily “Morning Insights” – Chief Market Strategist John Schlitz recaps the previous day, what to expect today, specific buy/sell stock ideas

Get 3 months for the price of 2 + $Hundreds in Added Value

Or contact

FAST ACTION BONUS $399

ONLY $349Subscribe by Midnight Tonightand Take Additional $50 off

For Your First 3 Monthsof Chaikin Analytics

www.chaikinanalytics.com/nasdaq Offer Code: NASDAQQTR

877-MYPORTFOLIO (877-697-6783) sales@chaikinanalytics.com

(Case Sensitive)

“I followed your AMZN trade …. Great trade!! Profit covered

next year's total cost of our two months in Hawaii, after taxes!

My wife thanks you and I thank you.”

― RW

FROM HERE TO HAWAII

FREE BENEFIT: CHAIKIN INSIGHTS

STOCK OF THE WEEK 02.01.15

FREE BENEFIT: POWER GAUGE REPORTS

FREE BENEFIT: PORTFOLIO HEALTH CHECK

PORTFOLIO HEALTH CHECK: EARNINGS THIS WEEK

Exceptional Service

“Your after-sales service has been exceptional. It's like

having my own team of professionals behind me, wanting

me to succeed”

‒ D from Canada

FROM HERE TO HAWAII

FROM HERE TO VAIL, COLORADO – AUGUST 2015

“On the strength of Chaikin Analytics, I’ve made enough money to pay all my

living expenses for the past 18 months and consider managing my money

now "my job", because in using Chaikin Tools, I can earn much more than I

could in the workplace: pretty important for a woman living on her own. My

girlfriends are a bit in awe.”

‒ PH, Chaikin Analytics Subscriber

TESTIMONIAL

CHAIKIN ANALYTICS

www.chaikinanalytics.com/nasdaqOr contact 877-MYPORTFOLIO (877-697-6783)

sales@chaikinanalytics.com Offer Code: NASDAQQTR (case sensitive)

Sign Up Today!

Contact Me: sandy@chaikinanalytics.com

@SandyChaikin

/SandyChaikin

Sandy Betner Chaikin

07.23.15 Be a Fearless Investor & Build a Killer Portfolio

Economy & Finance